Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$658K ﹤0.01%
17,266
-42,019
1602
$657K ﹤0.01%
4,655
+140
1603
$653K ﹤0.01%
5,558
+376
1604
$653K ﹤0.01%
+4,480
1605
$652K ﹤0.01%
20,078
-2,329
1606
$651K ﹤0.01%
62,085
+233
1607
$646K ﹤0.01%
29,994
+1,684
1608
$646K ﹤0.01%
69,731
+52,287
1609
$646K ﹤0.01%
19,391
+1,223
1610
$645K ﹤0.01%
25,950
-8,854
1611
$643K ﹤0.01%
20,831
-181,031
1612
$643K ﹤0.01%
19,464
-6,770
1613
$642K ﹤0.01%
14,915
+1,680
1614
$641K ﹤0.01%
39,236
+2,401
1615
$640K ﹤0.01%
15,585
+4,259
1616
$639K ﹤0.01%
1,092
-150
1617
$637K ﹤0.01%
+25,367
1618
$636K ﹤0.01%
15,730
+6,184
1619
$635K ﹤0.01%
11,271
+2,255
1620
$635K ﹤0.01%
27,619
-1,457
1621
$632K ﹤0.01%
14,215
+163
1622
$631K ﹤0.01%
19,514
-1,050
1623
$630K ﹤0.01%
26,915
+14,350
1624
$629K ﹤0.01%
24,297
+4,390
1625
$628K ﹤0.01%
24,388
-666
63 64
65
66 67